Integration of Pipedrive CRM into WordPress Website

[Louis-Philippe]

I am looking for a skilled developer to integrate Pipedrive CRM into my WordPress website. The integration will focus on two main sections: the contact form and the booking system. Below are the key requirements for this project:

Requirements:

1. Contact Form Integration:

• Integrate the current contact form with Pipedrive, so that all leads and inquiries submitted through the form are automatically sent to the Pipedrive CRM.
• Ensure that all necessary fields (e.g., name, email, phone number, message) are correctly mapped to the corresponding fields in Pipedrive.
• Include lead assignment and tagging features within Pipedrive, based on the form data.

2. Booking System Integration:

• Integrate Pipedrive with the booking system on the site (if there’s a third-party booking plugin, it needs to work with Pipedrive).
• Ensure that any booking made through the system is recorded in Pipedrive, including all relevant details (e.g., client information, booking date, service requested).
• Set up workflows or automations in Pipedrive based on bookings (e.g., automatic follow-up emails, reminders, or status updates).

3. Automation:

• Set up automatic lead generation and pipeline management in Pipedrive for both the contact form and booking system submissions.
• Ensure that leads or bookings move through the Pipedrive pipeline automatically based on predefined criteria (e.g., initial inquiry, consultation booked, service completed, etc.).

4. Testing and Validation:

• Test the integration thoroughly to ensure all data flows correctly between WordPress and Pipedrive.
• Ensure that both contact and booking data are properly tracked and visible in Pipedrive’s dashboard.

Additional Information:

• My website is built on WordPress, and I am currently using a Contact Form 7 and simply schedule appointments plugin.
• Please ensure that the integration is seamless and does not disrupt the user experience on the site.

[Keith_Greywood]

Hi Louis-Philippe,

I’d love to take on your project.

I’ve been working with Pipedrive and Wordpress for over four years now. I’ve worked with many form types with Pipedrive, including Contact Form 7.

I am happy to put a proposal together after a call to understand a few more things (like the booking system you use and how this is currently integrated), but your scope and requirements are clear.

I’ve dealt extensively with filtering and segmenting leads based upon form data and also created round-robin solutions where all advisers can get an equal share of new leads. Or they can be assigned within Pipedrive if certain sales agents handle specific enquiry types.

My website: Greywood Digital - Pipedrive Consultancy
Email: keith@greywood.digital

Many thanks,

Keith